Description
🏆 Pesapal Payment Gateway for Perfex CRM
A dedicated payment gateway module that allows your Perfex CRM system to seamlessly accept online payments via Pesapal—perfect for invoice payments, subscriptions and global transactions.
🚀 Overview
The Pesapal Payment Gateway for Perfex CRM module extends your Perfex CRM installation by adding Pesapal as a payment option for invoices and payments. With this integration you can receive online payments from customers using the Pesapal ecosystem—streamlining revenue collection directly within your CRM. :contentReference[oaicite:3]{index=3}
Use cases include: collecting invoice payments online, enabling subscription plans with Pesapal, serving businesses in Africa where Pesapal is a key payment provider.
Target users: Companies using Perfex CRM and requiring Pesapal as a payment gateway—especially in regions where Pesapal is widely used.
✨ Key Features
- Invoice Payment via Pesapal: Enable Pesapal button on invoice pages within Perfex CRM so clients can pay online. :contentReference[oaicite:4]{index=4}
- Configuration & API Keys: Easy setup: enter your Pesapal Consumer Key & Consumer Secret in the module settings. :contentReference[oaicite:5]{index=5}
- Currency Support: Supports only currencies accepted by Pesapal—check compatibility in your region. :contentReference[oaicite:6]{index=6}
- Transaction Logging: View payment status, logs of transactions, and track payment confirmations from the CRM dashboard. :contentReference[oaicite:7]{index=7}
- Localization Ready: Module includes language files which you can translate or override for your installation. :contentReference[oaicite:8]{index=8}
- Seamless Integration: Works as a native payment gateway in Perfex CRM—no major changes to workflow required. :contentReference[oaicite:9]{index=9}
⚙️ Technical Stack
- Platform: Built as a module for Perfex CRM (PHP + CodeIgniter framework) compatible with versions supported by the vendor. :contentReference[oaicite:10]{index=10}
- Backend: PHP (matching the Perfex version), MySQL/MariaDB database storing transaction metadata.
- Frontend: Perfex CRM UI for invoices; Pesapal payment page redirect/integration.
- API Integration: Uses Pesapal API endpoints (Consumer Key/Secret) for payment initiation and callback handling. :contentReference[oaicite:11]{index=11}
- Server Requirements: Your existing Perfex CRM server (PHP 7.x/8.x, SSL recommended) plus support for outgoing HTTPS to Pesapal hosts.
- Security: Use secure callbacks, validate transaction statuses, ensure your Perfex installation is kept updated.
🧩 Installation Guide
- Backup: Always back up your Perfex CRM files and database before installing any module.
- Upload Module: Copy the module files (from vendor download) into the
/modules/directory of your Perfex CRM installation. - Activate: In Perfex CRM admin → Setup → Modules, find “Pesapal Payment Gateway” and activate it.
- Configure: In the module settings, enter your Pesapal Consumer Key and Secret; select allowed currencies. :contentReference[oaicite:12]{index=12}
- Test Payment: Generate a test invoice in Perfex and attempt payment via Pesapal, verify transaction logs and status updates.
- Go Live: Once confirmed working, publish to production and inform clients of the new payment option.
📦 Deliverables
- Module source code for integration into Perfex CRM.
- Documentation for installation, setup, configuration and usage. :contentReference[oaicite:13]{index=13}
- Transaction log panel and settings screen for admin. :contentReference[oaicite:14]{index=14}
📱 Supported Platforms
- Web: Works inside Perfex CRM on modern browsers (Chrome, Firefox, Edge, Safari).
- Server: Linux or Windows server running Perfex CRM with PHP, MySQL/MariaDB.
- Payment Gateway Region: Ideal for regions served by Pesapal (such as East Africa); check Pesapal coverage for your currency and country. :contentReference[oaicite:15]{index=15}
🧠 Notes
- License: This module is distributed by an independent developer on marketplaces (e.g., CodeCanyon) under their own licensing. Verify license terms, domain usage, updates. :contentReference[oaicite:16]{index=16}
- Customization: You can localize the payment labels, adjust currency settings, or modify callback handling if needed for custom workflows.
- Compliance: Since you are collecting payments, ensure you comply with local tax, e-invoicing and payment regulations in your region.
- Support & Updates: Keep the module updated when new versions of Perfex CRM or Pesapal API are released, to avoid compatibility issues.
🔒 Disclaimer
This is a third-party payment gateway module designed for Perfex CRM. Ensure you purchase from an authorised vendor, install on a supported version of Perfex CRM, and test thoroughly in a staging environment. We are not responsible for payment processor changes or region-specific legal compliance.

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